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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
976
RFG - Bristol Wealth Advisors
Massachusetts
$1.91M +$5.88K +60 +0.3%
MNBTD
977
Moody National Bank Trust Division
Texas
$1.9M +$71.1K +725 +4%
IG
978
ING Group
Netherlands
$1.89M -$121K -1,237 -6%
GC
979
Garde Capital
Washington
$1.87M +$1.96M +19,934 New
NB
980
NBT Bank
New York
$1.87M +$414K +4,220 +27%
LCM
981
LRT Capital Management
Texas
$1.87M +$1.95M +19,876 New
FRA
982
Frank Rimerman Advisors
California
$1.86M -$501K -5,106 -21%
CPC
983
Cookson Peirce & Co
Pennsylvania
$1.86M +$194K +1,976 +11%
DWM
984
Dynasty Wealth Management
Florida
$1.86M -$30.2K -308 -2%
BLC
985
Brown, Lisle/Cummings
Rhode Island
$1.84M +$28K +285 +1%
CAG
986
Csenge Advisory Group
Florida
$1.83M -$188K -1,921 -9%
WPC
987
Wedmont Private Capital
Pennsylvania
$1.83M +$81.9K +835 +5%
AC
988
Arjuna Capital
North Carolina
$1.82M +$117K +1,191 +7%
CSIC
989
Clifford Swan Investment Counsel
California
$1.8M – – –
JWM
990
Jeppson Wealth Management
California
$1.79M +$26.9K +274 +1%
PWP
991
Perfromance Wealth Partners
Illinois
$1.79M +$1.1M +11,240 +144%
CAM
992
Cidel Asset Management
Ontario, Canada
$1.78M +$92.3K +941 +5%
TF
993
TLWM Financial
Texas
$1.78M +$66.5K +678 +4%
FPAS
994
Focus Partners Advisor Solutions
Missouri
$1.77M +$327K +3,332 +21%
PCIA
995
Prime Capital Investment Advisors
Kansas
$1.77M -$255K -2,599 -12%
ZIG
996
Zullo Investment Group
Pennsylvania
$1.77M -$51.1K -521 -3%
WBC
997
Westpac Banking Corp
Australia
$1.76M -$99.8K -1,018 -5%
IAS
998
Insigneo Advisory Services
Florida
$1.76M +$336K +3,427 +22%
CW
999
CreativeOne Wealth
Kansas
$1.76M +$817K +8,332 +80%
MWC
1000
MBM Wealth Consultants
Missouri
$1.76M +$106K +1,078 +6%
38 39
40
41 42